Saxony Capital Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,861	Closed	-$343K	–	143
2024 Q3	$343K	Sell	3,861 -1,111	-22%	-$98.7K	0.31%	81
2024 Q2	$383K	Sell	4,972 -7,376	-60%	-$568K	0.42%	64
2024 Q1	$890K	Buy	12,348 +1,226	+11%	+$88.4K	1.07%	27
2023 Q4	$818K	Buy	+11,122	New	+$818K	1.08%	29